Marshall Wace
WBT

Marshall Wace’s Welbilt, Inc. WBT Stock Holding History

Marshall Wace’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-60,700
Closed -$1.45M – 4053
2022
Q2 		$1.45M Buy
60,700
+12,514
+26% +$296K ﹤0.01% 2230
2022
Q1 		$1.14M Sell
48,186
-2,591
-5% -$61.5K ﹤0.01% 2391
2021
Q4 		$1.21M Sell
50,777
-50,324
-50% -$1.19M ﹤0.01% 2380
2021
Q3 		$2.35M Sell
101,101
-1,850
-2% -$43.5K 0.01% 1442
2021
Q2 		$2.38M Buy
+102,951
New +$2.18M 0.01% 1311
2020
Q4 		– Sell
-24,180
Closed -$149K – 2313
2020
Q3 		$149K Sell
24,180
-347,358
-93% -$2.34M ﹤0.01% 1493
2020
Q2 		$2.26M Sell
371,538
-347,276
-48% -$1.88M 0.02% 743
2020
Q1 		$3.69M Buy
+718,814
New +$8.65M 0.04% 459
2018
Q4 		– Sell
-14,647
Closed -$306K – 1886
2018
Q3 		$306K Sell
14,647
-13,227
-47% -$291K ﹤0.01% 1008
2018
Q2 		$622K Buy
+27,874
New +$557K 0.01% 556
2016
Q4 		– Sell
-494,956
Closed -$8.03M – 1165
2016
Q3 		$8.03M Buy
494,956
+385,900
+354% +$6.59M 0.06% 321
2016
Q2 		$1.92M Buy
+109,056
New +$1.74M 0.02% 598

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Marshall Wace's WBT Position: Q3 2022 in Review

Marshall Wace sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 60,700 shares — an estimated $1.45M sold.

Marshall Wace first reported a position in WBT in Q2 2016 and held it in 12 quarters. The position peaked at $8.03M in Q3 2016. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Marshall Wace reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Marshall Wace sold 60,700 Welbilt, Inc. shares in Q3 2022, an estimated $1.45M.
  • Marshall Wace first reported a position in Welbilt, Inc. in Q2 2016 and held it in 12 quarters.
  • Marshall Wace's Welbilt, Inc. position peaked at $8.03M in Q3 2016.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Marshall Wace's 13F filing for Q3 2022, filed 14 Nov 2022.